Delink Annuity from IRA

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Sep 11, 2009 10:03 am

How do you delink an annuity from an IRA at Jones?


Please help.


Thanks!

Sep 11, 2009 10:24 am

If you don't know how to do that, perhaps you should find a different line of work.  Or hire an assistant who is smarter than you are. 


But to make your life a little easier:
 
If you're a Jones FA - call annuity services and ask them this question.  Actually, have your BOA do it.
 
If you're not - you have to change the agent of record.  Which means you have to get appointed with the company you're wanting to work with (Hartford, Protective, SunAmerica, etc), fill out the change agent of record paperwork from said company, have client sign it, send it in to the company, wait a week or so for the paperwork to be processed, then link it to your own firm's account or whatever you do to track annuity contracts. 
Sep 11, 2009 3:31 pm

I thought you hit the delink button next to the uplink button on the side of the triphase selector. You will see it clearly marked by the esc button. If that doesn't work press the ctrl-alt and delete buttons at the same time and call a new advisor. They know how to work everything.....